Common Sense Financial Podcast Ep. 36: Legal Work (Estate Planning) And Why It Matters- An Interview With Jessie Naeger
Jan 6, 2021
Jessie Naeger, an expert in estate planning, discusses the importance of estate planning for everyone, debunking the misconception that it's only for the wealthy. She emphasizes the need to plan ahead and have the proper legal documents in place, highlighting the risks and complexities involved. The podcast also explores the difference between trusts and wills, the challenges of generational planning, and strategies for managing generational trusts to create more wealth for future generations.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Understanding Estate Planning and Its Importance
03:02 • 3min
The Importance of Estate Planning: Planning Ahead and Having the Right Legal Documents
05:37 • 11min
Trusts and Wills: Understanding the Difference
16:17 • 11min
Generational Planning and Estate Planning
26:55 • 12min
Appreciating the Guest and Encouraging Engagement
38:58 • 5min